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Sundaram Diversified Equity (D) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 19 Mar 2019 11.77 0.07
(0.60%)

Asset Type

Asset Allocation
Equity 98.85
Reverse Repo 2.44
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
ICICI Bank Banks - Private Sector 4,261,114 149.20 5.86 8.49
HDFC Bank Banks - Private Sector 625,597 129.97 5.10 7.74
Axis Bank Banks - Private Sector 1,641,415 116.47 4.57 19.36
Bajaj Fin. Finance & Investments 401,460 106.35 4.18 10.83
Reliance Inds. Refineries 780,073 96.03 3.77 22.03
St Bk of India Banks - Public Sector 3,479,521 93.62 3.68 3.27
› More

Sector Allocation

You can check out the sectoral allocation of the investments made for that scheme by the mutual fund in this Piechart as on the date selected.

Sector Name
Abrasives And Grinding Wheels 1.36
Auto Ancillaries 2.03
Automobiles - LCVs / HCVs 1.63
Automobiles - Motorcycles / Mopeds 1.40
Automobiles - Passenger Cars 2.13
Banks - Private Sector 18.52
Banks - Public Sector 3.68
Bearings 1.13

Top Holdings

You can check out the Top Holdings of the investments made for that scheme by the mutual fund in
this Piechart as on the date selected.

Company Name
A B B 0.58
Apollo Hospitals 1.11
Axis Bank 4.57
Bajaj Fin. 4.18
Bayer Crop Sci. 1.26
Capacit'e Infra. 0.59
Century Ply. 0.64
Cholaman.Inv.&Fn 1.99